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Evercore Wealth Management’s Gentex GNTX Stock Holding History

Evercore Wealth Management’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,253
Closed -$26K – 517
2017
Q4 		$26K Hold
1,253
– – ﹤0.01% 679
2017
Q3 		$25K Hold
1,253
– – ﹤0.01% 670
2017
Q2 		$23K Buy
1,253
+545
+77% +$10.6K ﹤0.01% 695
2017
Q1 		$15K Buy
+708
New +$14.9K ﹤0.01% 788
2016
Q4 		– Sell
-984
Closed -$17K – 1051
2016
Q3 		$17K Buy
+984
New +$17K ﹤0.01% 795
2016
Q1 		– Sell
-3,318
Closed -$53K – 966
2015
Q4 		$53K Sell
3,318
-162
-5% -$2.62K ﹤0.01% 583
2015
Q3 		$54K Sell
3,480
-642
-16% -$10.2K ﹤0.01% 575
2015
Q2 		$68K Buy
4,122
+2,558
+164% +$44.7K ﹤0.01% 585
2015
Q1 		$29K Sell
1,564
-4,108
-72% -$72.5K ﹤0.01% 721
2014
Q4 		$103K Buy
5,672
+162
+3% +$2.69K 0.01% 460
2014
Q3 		$74K Buy
5,510
+3,502
+174% +$50.9K ﹤0.01% 555
2014
Q2 		$29K Sell
2,008
-460
-19% -$6.72K ﹤0.01% 682
2014
Q1 		$40K Buy
2,468
+1,360
+123% +$21.7K ﹤0.01% 627
2013
Q4 		$18K Buy
+1,108
New +$16.2K ﹤0.01% 693

Other funds holding GNTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Evercore Wealth Management's GNTX Position: Q1 2018 in Review

Evercore Wealth Management sold out of Gentex (GNTX) in Q1 2018, closing a stake of 1,253 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in GNTX in Q4 2013 and held it in 14 quarters. The position peaked at $103K in Q4 2014. 452 funds tracked by Wall St. Rank hold GNTX as of Q1 2018.

  • Evercore Wealth Management reported no remaining Gentex position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,253 Gentex shares in Q1 2018, an estimated $26K.
  • Evercore Wealth Management first reported a position in Gentex in Q4 2013 and held it in 14 quarters.
  • Evercore Wealth Management's Gentex position peaked at $103K in Q4 2014.
  • 452 funds tracked by Wall St. Rank held Gentex as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.